See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,362 | $29,660+26.0% | $56,411-33.8% | $80,856-53.8% |
| Participation rate | 57.1% | 41.6%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 16.46% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,163 | $669+73.8% | $1,039+12.0% | $2,755-57.8% |
| Participant deferral / active EE | $2,220 | $1,226+81.1% | $1,952+13.7% | $4,296-48.3% |
| Admin fee / account holder | $170 | $2,428-93.0% | $2,829-94.0% | $6,918-97.5% |